Meet Max, a GenAI Copilot
for Financial Services teams
Make data-driven decisions with an AI assistant that helps financial services companies improve business planning and identify growth opportunities.
Analyze financial services data just by chatting
Chat with Max to gain valuable insights on your market, product, and customer data – anywhere, anytime. Our integration with OpenAI’s GPT-4 LLM lets you chat naturally in your own words.
Get answers to questions that matter
Max answers your toughest questions by using a toolkit of Skills to run descriptive, diagnostic, predictive, and prescriptive analyses. Get answers to “what,” “why,” and “how,” questions with ease.
What’s driving my sales growth?
How is the Consumer segment trending?
Why are my sales falling in the East?
Automate recurring operational, risk, and customer analysis
Say goodbye to manual analysis, while giving your team the same reports and presentations they know and love. Max automates your daily, weekly, and monthly analysis on schedule or upon data refresh.
Tailored to your financial services business
Max is fully customizable to reflect the way your business analyzes, visualizes, and talks about data. With Skill Studio, you can create specialized Skills and Copilots to help tackle your unique data analysis needs.
Get actionable insights for better decisions across your organization
Financial Planning Analyst
Get tailored, deep data insights in seconds to lead operational, financial, and strategic decision-making.
Perform financial analysis with unparalleled speed and get automated insights for sales forecasting and financial risk management.
Market Risk Analyst
Research the probability of asset loss or reward with ease with automated insights delivered on demand.